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Detalus Advisors, LLC: AEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Detalus Advisors, LLC on AEE, newest first. How the timeline and the estimate are built.

Detalus Advisors, LLC held 7,306 AEE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,306 shares
    Change vs previous 13F +22 shares

    0.16% of the 13F portfolio, value $825,846.

    13F-HR 0001799677-26-000005 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,284 shares
    Change vs previous 13F +307 shares

    0.18% of the 13F portfolio, value $800,698.

    13F-HR 0001799677-26-000003 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,977 shares
    Change vs previous 13F +735 shares

    0.17% of the 13F portfolio, value $696,716.

    13F-HR 0001799677-26-000001 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,242 shares
    Change vs previous 13F +23 shares

    0.17% of the 13F portfolio, value $651,514.

    13F-HR 0001799677-25-000007 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,219 shares
    Change vs previous 13F +55 shares

    0.17% of the 13F portfolio, value $597,288.

    13F-HR 0001799677-25-000004 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,164 shares
    Change vs previous 13F +13 shares

    0.19% of the 13F portfolio, value $618,875.

    13F-HR 0001799677-25-000003 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,151 shares
    Change vs previous 13F +8 shares

    0.18% of the 13F portfolio, value $548,319.

    13F-HR 0001799677-25-000001 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,143 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $537,305.

    13F-HR 0001799677-24-000004 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).